- Communities: This feature allows you to add, enable or disable communities, define the relationship clouds in which the community will be inserted, as well as permission to perform various actions in the community.
- Users' invition: This feature allows sending e-mail invitations to individuals, encouraging them to join the platform. They can be sent via a list of e-mails or through a CSV file
- Reports: The report feature allows you to manage the reports made by users in the social features. With this feature, you can follow complaints made and take a decision about them; you may revoke or file them. In addition to this, you can follow who is the user who received the most reports and the users that most reported.
- Working hours: The working hours correspond to the time when the company is in business, that is, the regular working hours. The working hours are considered in the deadline calculation for conclusion of process tasks. Hence it is possible to ensure the deadlines are consumed in the times the company is in activity.
- Holidays: Holiday registration defines the dates when the company is closed. This registration works as a supplement to the information regarding the company’s working hours. When calculating the deadline to complete process tasks, the platform considers the registered holidays, preventing dates with no working hours to be considered in the deadline calculation.
- Groups: If it is necessary to relate user with the group, by means of this function, it is necessary that users are already properly registered. This registration is effected in Users, located on the General tab of the control panel. The user Group is intended to identify and gather in groups users who have the same interests and goals. This meeting of users into groups makes it easy to define access permissions to the various functions of the product.
- Locations: Location registration allows registration of different locations, each one meeting a specific need. Used as a holiday registration add-on, it helps ensure that each location has its holiday, regardless of its region or time zone. To associate a holiday to a location, see the Holidays documentation and learn how to create it.
- Notifications: Allows to define a pattern for sending notifications to new users related to the company. In the notification settings panel, the administrator can set the default settings on the platform. The notifications configured by the administrator are default for all new users to be added. This change does not affect already registered users because there is already a notification center configured for them.
- Relationship cloud: A relationship cloud is composed of a set of users and communities that can interact with each other. This feature is used to restrict access to social content. When the relationship cloud feature is enabled, users and communities can only interact with who is present in the same relationship cloud.
- Blacklist: It is a feature that allows you to add words that should be part of a restrict list, that is, that should not be published. When the user uses these words in some publication, it will be reported automatically by the system, so the publication will not be displayed on the board. In this situation, the system will send notification to the moderators (if the content is published in a community) and to the network administrator.
- Roles: In Houaiss Portuguese Dictionary, we can search for the following meaning for the word "role": "duty, legal, moral, professional obligation or assignment, function that is performed or fulfilled". The roles should be registered aiming at identifying the different functions available in the company.
- Permissions: This feature allows managing access permissions to specific platform resources. It allows assigning permissions to specific users, roles and groups, except for the administrator user.
- Use Policy: Allows adding documents in PDF format or articles posted on the platform – in communities or document browsing –, established as the company’s use policy.
- Substitute users: This substitute user feature enables, for a certain period, a (substitute) user to perform the tasks of another user (substituted). The registration of various substitutes for a given original user is permitted, even if it is for the same period. However, a user can only be a substitute of the same source user once.
- Transfer pending items: The platform makes transferring multiple activities among users easier. This transfer is very useful in situations of employment termination, vacation, promotion of determined user responsible for the activities. In order to transfer the pending issues, you need to enter the registration of source and target users, and select which types of pending issues should be transferred.
- Users: User is defined as a person that performs public or private functions within the institution. Users may be employees, administrators, participants, students, teachers, monitors, or mentors. The top of the screen displays the total number of registered, active and locked users, in the accessed company. Below is the list containing the registered users on the platform. By default, upon reaching 31 registered users, the platform automatically creates a second page for the list.
Please note!
This documentation is valid from the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.
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